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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2021
- Office Locations
- 2
Office Locations
About Cogentblue
CogentBlue is a fee-only, fiduciary RIA providing integrated “Private CFO” wealth management for individuals and families, often during major life transitions. The firm leads with comprehensive, values-based financial planning plus tax-aware guidance and ongoing reviews with monthly reporting. Portfolios emphasize low-cost, broadly diversified, long-term investing across global asset classes. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WESLEY SPAULDING BROWN
Chief Compliance Officer, President
- CRD
- #5422855
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT VERNE BOLEN
Director
- CRD
- #1557289
Savannah Rose Cooper
Lead Financial Planner
- CRD
- #6584490
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,307,273 | $1,451,576 |
| Non-Discretionary | $724,946 | $724,946 |
| Total | $606,032,219 | $1,449,838 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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